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Rhode Island College

Digital Commons @ RIC

Master's Theses, Dissertations, Graduate Research and Major Papers Overview

Master's Theses, Dissertations, Graduate Research and Major Papers

1-1-2014

Exploring Nurses' Knowledge about Heart Failure

before and after the Implementation of a Heart

Failure Education Program

Suzanne H. Richmond

Rhode Island College, [email protected]

Follow this and additional works at:https://digitalcommons.ric.edu/etd

Part of theOther Education Commons, and theOther Nursing Commons

This Major Paper is brought to you for free and open access by the Master's Theses, Dissertations, Graduate Research and Major Papers at Digital Commons @ RIC. It has been accepted for inclusion in Master's Theses, Dissertations, Graduate Research and Major Papers Overview by an authorized administrator of Digital Commons @ RIC. For more information, please [email protected].

Recommended Citation

Richmond, Suzanne H., "Exploring Nurses' Knowledge about Heart Failure before and after the Implementation of a Heart Failure Education Program" (2014). Master's Theses, Dissertations, Graduate Research and Major Papers Overview. 245.

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IMPLEMENTATION  OF  A  HEART  FAILURE  EDUCATION  PROGRAM         by                    Suzanne  Richmond  

A  Major  Paper  submitted  in  Partial  Fulfillment  of  the   Requirements  for  the  Degree  of  

 Master  of  Science  in  Nursing   in  

The  School  of  Nursing   Rhode  Island  College  

2014          

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Table  of  Contents  

 

Background  and  Significance  of  the  Problem                                         1  

Overview  and  Critique  of  the  Literature             4  

Theoretical  Framework       12  

Method       15  

Results                       20  

Summary  and  Conclusions                 24  

Implications  for  Advanced  Nursing  Practice     28  

References         30  

Appendices         34  

A. Informational  Letter                 34  

B. Care  Manager’s  Characteristics  Survey           36  

C. Nurse’s  Knowledge  of  Heart  Failure  Principles         37  

D. Texas  University  Heart  Failure  Post  Test           39  

E. Consent  Form                   41  

 

 

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Acknowledgements  

  This  major  project  has  taken  a  considerable  amount  of  time,  research,  and  perseverance  

to  develop  and  complete.    This  project  was  made  possible  with  the  assistance,  guidance,  and   support  of  a  few  key  individuals.    I  am  appreciative  of  those  individuals  who  supported  me   throughout  this  project.    I  would  like  to  thank  all  of  my  professors  for  their  guidance,  but   especially  Dr.  Jeanne  Schwager,  for  her  patience  and  encouragement.    Her  attention  to  detail   has  been  a  valuable  resource  in  the  development  and  presentation  of  this  project.      

I  would  also  like  to  thank  my  daughters,  Kandace  and  Holly  for  their  support  and  their   computer  expertise,  making  the  technical  aspect  of  this  project  manageable.    Most  of  all  I   would  like  to  thank  my  husband  John,  for  his  commitment  to  my  pursuit  of  higher  education,   and  his  encouragement  and  understanding  during  the  last  few  years.  Without  his  help,  this   would  not  have  been  possible.  

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Abstract  

Heart  failure  (HF)  has  become  a  national  epidemic,  with  5.7  million  Americans  currently  living   with  HF.    Although  HF  is  incurable,  it  is  manageable  if  health  care  professionals  apply  current   practice  guidelines  to  patient  teaching.  Nurses  are  charged  with  providing  comprehensive   education  about  HF  self-­‐management  and  it  is  imperative  they  stay  abreast  of  evidence-­‐based   guidelines.    The  purpose  of  this  project  was  to  explore  the  current  HF  knowledge  of  Home   Based  Primary  Care  (HBPC)  registered  nurse  Care  Managers  employed  at  the  Providence   Veterans  Administration  Medical  Center  (PVAMC).  The  logic  model  and  Knowles  andragogy   theory  assisted  this  researcher  in  the  creation  of  a  clear,  organized  and  systematic  approach  to   assessing  Care  Managers’  knowledge  and  in  planning  a  HF  education  program  that  was  

sensitive  to  the  needs  of  adult  learners.    Nine  Care  Managers  participated  in  two  HF  

educational  meetings  and  completed  the  Texas  Tech  University  HF  on-­‐line  module.    The  Nurses   Knowledge  of  Heart  Failure  Principles  (NKHFP)  questionnaire  was  administered  to  the  Care   Managers  as  pre  and  post-­‐tests  to  identify  gaps  in  knowledge  prior  to  and  following  this  HF   education  program.  The  Care  Managers  incorrectly  answered  pivotal  questions  related  to  HF,   indicating  they  may  not  have  the  most  current  knowledge  of  HF  principles.    Although  the  study   was  limited  by  a  small  sample  size,  it  confirmed  similar  results  found  in  the  literature  from   studies  that  included  larger  numbers  of  participants.  These  findings  suggest  the  need  for   continuing  education  programs  that  develop  nursing  competencies  in  patient  teaching  of  high   risk  populations,  such  as  HF  patients,  to  enhance  disease  self-­‐management.  

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Exploring  Nurses’  Knowledge  About  Heart  Failure  Before  and  After  the  Implementation  of  a   Heart  Failure  Education  Program  

Background  and  Significance  of  the  Problem  

Cardiovascular  diseases  (CVD)  include  all    problems  affecting  the  heart  or  blood  vessels,   such  as    myocardial  infarction,  cerebral  vascular  accident,  hypertention,  coronary  heart  disease,   aortic  aneurism,  and  heart  failure  (Tomaselli,  Harty,  Horton,  &  Schoeberl,  2011).      These  

diseases  are  a  major  threat  to  public  health  and  are  the  leading  cause  of  death  worldwide.   According  to  the  World  Health  Organization,  approximately  17.3  million  deaths  in  2008  were   attributable  to  CVD.  In  the  United  States,  CVD  are  the  primary  cause  of  death  for  over  2150   Americans  each  day,  representing  approximately  one  death  every  40  seconds  (Go,  et  al.,  2012).     The  incidence  of  CVD  globally  is  increasing  at  an  alarming  rate  and  is  expected  to  remain  the   number  one  cause  of  death.  Epidemiologists  project  that  40.5%  of  the  U.S.  population  may  be   affected  by  CVD  by  the  year  2030  (Heidenreich,  et  al.,  2011).    

In  addition  to  the  high  incidence  and  prevalence  of  the  diseases,  CVD  are  the  cause  of   premature  mortality,  as  reflected  in  the  fact  that  150,000  individuals  under  the  age  of  sixty-­‐five   died  from  CVD  in  2009  (Go,  et  al.,  2013).  Heart  failure  (HF)  provides  an  example  of  this  

premature  mortality.  Currently  in  this  country  there  are  approximately  5.7  million  Americans   living  with  HF,  and  once  diagnosed,  the  average  life  expectancy  of  individuals  over  sixty-­‐five   years  of  age  is  1.7  years  for  males  and  3.2  years  for  females  (Moser  &  Mann,  2002).  Heart   failure  (HF)  is  a  chronic  condition  in  which  the  heart  is  unable  to  effectively  pump  blood  to   accommodate  the  body’s  demands.  The  probability  of  heart  failure  increases  with  age  and  

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individuals  over  the  age  of  sixty-­‐five  are  at  a  greater  risk  for  the  disease.  The  risk  increases   dramatically  for  those  over  eighty  years  of  age,  and  since  this  segment  of  the  population  is  one   of  the  fastest  growing;  the  prevalence  of  heart  failure  is  projected  to  increase  exponentially   (Heidenreich,  et  al.,  2011).  Indeed,  a  national  epidemic  of  heart  failure  is  anticipated  as  a  high   percentage  of  the  population  ages  (Schocken,  et  al.,  2008).      

Health  care  service  utilization  is  high  for  those  diagnosed  with  HF,  and  since  the  disease   is  difficult  to  manage,  HF  patients  have  a  thirty  to  forty  percent  hospital  readmission  rate  within   six  months  of  hospitalization.  The  total  direct  and  indirect  costs  of  heart  failure  include  

frequent  hospitalizations,  surgical  procedures,  medical  appointments,  medications,  and  loss  of     income;  all  of  which  contribute  to  the  20.9  billion  dollar  cost  of  HF  in  the  U.S.  in  2012  

(Heidenreich,  et  al.,  2013).    To  reduce  the  costs  of  this  disease,  the  American  Heart  Association,   the  American  College  of  Cardiology  and  other  professional  societies  have  developed  treatment   guidelines  for  professionals  to  utilize  when  caring  for  HF  patients  (Heidenreich,  et  al.,  2013).    If   these  standards  of  care  are  used  consistently  by  health  professionals,  the  incidence  of  heart   failure  can  be  dramatically  reduced  and  the  outcomes  of  care  improved  (Heidenreich,  et  al.,   2013).      

Heart  failure  is  incurable,  but  its  effects  can  be  mitigated  if  health  care  professionals   partner  with  affected  persons  in  an  evidence-­‐based  approach  to  disease  management.  Nurses   are  a  critical  part  of  the  health  care  team  and  must  know  the  most  current  HF  practice  

guidelines.    Applying  this  knowledge,  nurses  can  provide  patients  with  comprehensive  

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improve  quality  of  life.  Given  the  important  role  of  nurses  in  teaching  HF  patients,  the  purpose   of  this  project  is  to  explore  the  knowledge  of  heart  failure  management  among  HBPC  registered   nurse  Care  Managers  employed  at  the  PVAMC.  

                                   

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Overview  and  Critique  of  Literature  

A  literature  search  was  conducted  using  the  following  databases:  Cumulative  Index  to   Nursing  and  Allied  Health  Literature  (CINAHL),  ProQuest,  Pub  Med  and  Medline  from  the  years   2002-­‐2013.    The  key  words  entered  into  the  databases  included:    HF  in  adults,  HF  care  

guidelines,  HF  education  programs,  HF  self-­‐management,  and  HF  teaching  tools.  Additionally,   the  key  words:  nurse  education  and  adult  learning  theories  were  searched  to  guide  this   researcher  in  the  development  of  a  HF  teaching  program  for  nurses.  Nursing  journal  articles   with  information  related  to  current  HF  practice  guidelines  and  nursing  education  programs   were  reviewed  and  evaluated  for  their  content  and  usefulness  for  this  project.        

Heart  Failure  

Heart  failure,  as  defined  by  the  American  Heart  Association  (AHA),  is  a  chronic  and   progressive  condition  in  which  the  weakened  heart  muscle  is  unable  to  keep  up  with  the  body’s   need  for  blood  and  oxygen.    The  heart  will  attempt  to  compensate  for  its  declining  functioning   by  initially  enlarging  and  stretching  to  improve  contractility  and  efficiency.    The  heart  increases   it’s  size  and  rate  which  allows  it  to  temporarily  pump  larger  volumes  of  blood  and  oxygen  to   meet  the  body’s  demands.    These  compensatory  mechanisms  are  initially  able  to  mask  

symptoms  of  heart  failure  until  the  heart  is  no  longer  able  to  offset  it’s  deteriorating  ability  to   function.    The  more  common  symptoms  of  heart  failure  include  fatigue,  shortness  of  breath,   cough,  swelling  of  the  abdomen,  swelling  of  the  lower  extremities,  and  weight  gain  (DeBakey  &   Gotto  Jr.,  2012).      

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There  are  two  types  of  HF;  left-­‐sided  and  right-­‐sided  heart  failure,  and  both  conditions   affect  the  heart’s  ability  to  perform  normally.    Left-­‐sided  heart  failure  occurs  when  the  left   ventricle  loses  it’s  ability  to  relax  or  to  contract  causing  insufficient  blood  and  oxygen  to  be   pumped  out  into  circulation.    Right-­‐sided  failure  is  caused  when  the  left  ventricle’s  inefficiency   causes  an  increase  in  fluid  pressure  that  prohibits  the  right  side  from  functioning  and  results  in   the  slowing  of  blood  returning  to  the  heart.    Right-­‐sided  heart  failure  symptoms  include  vein   swelling  and  congestion,  most  notable  in  the  lower  extremities  (DeBakey  &  Gotto  Jr.,  2012).  

Heart  Failure  Classifications  

Patients  diagnosed  with  HF  are  categorized  by  the  severity  of  their  symptoms  and  their   physical  limitations  during  exertion.  A  system  was  developed  by  the  New  York  Heart  

Association  (1994)  that  includes  two  classifications;  functional  capacity  and  objective  

assessment.    The  functional  classification  system  consists  of  four  classes.  Class  1  patients  are   asymptomatic  and  have  no  physical  limitations  related  to  cardiac  function.  In  Class  2,  patients   experience  some  physical  limitations  during  exertion  such  as  shortness  of  breath,  but  their   symptoms  resolve  with  rest.    Class  3  patients  have  significant  impairment  of  physical  activity   due  to  HF  symptoms  and  may  or  may  not  have  symptoms  at  rest.  Class  4  patients  are  unable  to   perform  any  physical  activity  without  significant  symptoms  or  discomfort  that  may  also  be   present  at  rest.      

The  objective  assessment  classifies  patients  into  four  groups,  A  through  D,  with  the  class   being  determined  by  the  extent  of  the  heart  disease  and  associated  physical  activity  limitation.    

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Class  A  HF  patients  are  asymptomatic  and  have  no  evidence  of  heart  disease.  Class  B  patients   have  mild  observable  heart  disease  and  mild  heart  failure  symptoms  that  resolve  with  rest.   Class  C  denotes  moderate  to  severe  heart  disease  and  limitations  of  physical  activities  and   comfort  only  at  rest.    Class  D  patients  have  severe  heart  disease  with  equally  severe  physical   limitations  and  experience  their  symptoms  even  at  rest  (Association,  1994).    

The  functional  classification  and  objective  assessment  scores  define  the  patient’s   severity  of  their  HF,  and  as  heart  function  declines,  there  may  also  be  a  decline  in  the  patient’s   ability  to  participate  in  the  self-­‐management  of  their  HF  symptoms.    The  HF  education  provided   by  the  nurse,  therefore,  should  be  tailored  to  the  functional  classification  and  objective  

assessment  of  the  patient.      

Heart  Failure  Management  

  The  Centers  for  Medicare  and  Medicaid  Services  (CMS),  the  largest  health  care  insurers  

in  the  country,  have  recently  changed  their  policies  for  reimbursement  with  the  establishment   of  the  CMS  Innovation  Center  and  the  Hospital  Readmissions  Reduction  Program.  The  

Innovation  Center  was  established  by  section  1115A  of  the  Social  Security  Act  (as  added  by   section  3021  of  the  Affordable  Care  Act).  Congress  created  the  Innovation  Center  for  the   purpose  of  testing  “innovative  payment  and  service  delivery  models  to  reduce  program   expenditures  …while  preserving  or  enhancing  the  quality  of  care”  for  those  individuals  who   receive  Medicare,  Medicaid,  or  Children’s  Health  Insurance  Program  (CHIP)  benefits.    

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The  Center  solicited  stakeholders;  clinicians,  health  systems,  community  leaders,  and   other  innovators  throughout  the  country  to  develop  new  models  intended  to  reduce  costs  and   improve  patient  outcomes.  Each  model  must  either  reduce  spending  without  reducing  the   quality  of  care,  or  improve  the  quality  of  care  without  increasing  spending,  and  must  not  deny   or  limit  the  coverage  or  provision  of  any  benefits  (About  the  cms  innovation  center,  2012).    The   development  of  new  and  innovative  service  delivery  models  encourages  health  professionals  to   strive  to  achieve  better  patient  outcomes,  rewarding  them  financially  for  their  successes.      

Another  important  change  in  the  reimbursement  system  was  due  to  the  Hospital   Readmission  Reduction  Program.  Under  this  program,  targeted  at  discharges  beginning  on  or   after  October  1,  2012,  an  adjustment  is  made  to  the  base  operating  Diagnosis  Related  Group   payment  to  account  for  excess  readmissions.  A  hospital’s  excess  readmission  ratio  is  a  measure   of  its  readmission  performance  compared  to  the  national  average  for  its  set  of  patients  for  each   of  the  following  three  conditions:  acute  myocardial  infarction,  heart  failure  and  pneumonia.    A   readmission  generally  refers  to  an  admission  to  an  acute  care  hospital  paid  under  the  IPPS   (Inpatient  Prospective  Payment  System)  within  30  days  of  a  discharge  from  the  same  or  another   acute  care  hospital  (Acute  Care  Hospital  Inpatient  Prospective  Payment  System,  2013).    

Hospitals  are  challenged  to  improve  care  processes  beyond  the  inpatient  setting  for  patients  to   reduce  the  incidence  of  readmissions.    Physicians  and  other  health  care  providers,  particularly   nurses,  are  being  held  accountable  for  the  prevention  of  exacerbations  of  chronic  diseases  such   as  HF  that  contribute  to  poor  patient  outcomes.    

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Heart  Failure  Guidelines    

To  address  the  HF  epidemic,  the  AHA  and  the  American  College  of  Cardiology  (ACC)   began  the  Get  With  the  Guidelines  Heart  Failure  program  in  2008.    The  guidelines  direct   hospitals  in  implementing  the  latest  scientific  guidelines  for  the  care  and  education  of  

hospitalized  HF  patients  to  reduce  hospital  readmissions  and  improve  outcomes.  The  Get  With   the  Guidelines  program  provides  professionals  with  educational  resources,  a  clinical  toolkit,  and   patient  educational  materials  and  resources  to  improve  heart  failure  management  (American   Heart  Association,  2014).  The  AHA  guidelines  include  nine  domains  to  be  included  in  heart   failure  teaching  programs;  including  symptom  recognition,  exercise  recommendations,     medication  use,  indications  and  adherence,  daily  weights,  information  regarding  modifiable   risks,  dietary  restrictions,  follow  up  appointments,  discharge  instructions  and,  when  

appropriate,  end-­‐of-­‐life  options  (Get  with  the  guidelines  heart  failure  patient  education  prior  to   hospital  discharge,  2011).      

The  effects  of  the  AHA  guidelines  on  HF  patient  outcomes  have  been  evaluated  by   federal  agencies.  According  to  the  data  collected  by  CMS  from  the  Hospital  Compare  website,   data  released  in  August  of  2011  found  only  small  changes  to  the  hospital  readmissions  rates,   when  comparing  the  data  for  the  years  2007  through  2010  against  data  for  the  years  between   2006  and  2009.  For  patients  discharged  with  a  diagnosis  of  HF,  the  hospital  readmission  rate   was  24.8%  (2007-­‐2010)  as  compared  with  24.5%  (2006-­‐2009).  Therefore,  the  readmission  rates   slightly  increased  for  heart  failure  (TF:  Target  heart  failure,  2011).    There  may  be  many  causes  

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for  this  slight  increase  in  the  HF  readmission  rate,  such  as  the  increase  in  life  expectancy.  The   guidelines,  however,  have  helped  standardize  HF  management  practices  and  should  continue   to  be  utilized  and  improved.  

Heart  Failure  Self-­‐Management  

Heart  failure  symptom  self-­‐management  is  critical  to  a  patient’s  quality  of  life  and   inadequate  self-­‐management  of  symptoms  may  lead  to  hospital  re-­‐admission  or  early  mortality.   Self-­‐care  is  defined  as  a  naturalistic  decision-­‐making  process  that  patients  use  in  the  choice  of   behaviors  that  maintain  physiological  stability  (symptom  monitoring  and  treatment  adherence)   and  the  response  to  symptoms  when  they  occur  (Riegel  et  al.,  2009).    There  are  many  causes  of   hospital  readmissions  for  HF  exacerbation,  such  as  medication  non-­‐adherence  and  the  inability   to  recognize  and  seek  early  medical  interventions  for  HF  symptoms.    

Patient  education  reduces  the  probability  of  non-­‐adherence  and  aids  in  early  detection   of  changes  in  body  weight  and  clinical  status  (Willette,  Surrells,  Davis,  &  Bush,  2007).    To   provide  effective  patient  education,  nurses’  must  have  current  knowledge  so  that  patients  can   be  assured  of  basic  information  about  HF  self-­‐management  skills  before  they  are  discharged   from  the  hospital  (Albert  et  al.,  2002).  

HF  symptom  management  is  a  collaborative  undertaking  and  must  include  the  patient   and  family,  physician,  nurse  and  other  health  care  professionals  to  be  successful.  Nurses  guide   patients  in  the  integration  of  symptom  management  into  daily  routines  for  early  recognition  of   slight  changes  that  may  require  self-­‐initiated  treatment  strategies.    Patients  need  education  in  

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disease  self-­‐management  and  behavior  change  to  control  symptoms  and  maintain  function.     Patients  have  primary  responsibility  for  their  disease  management  but  may  not  have  the   information,  motivation,  or  skills  to  implement  the  recommended  lifestyle  changes.    Strategies   such  as  daily  weight  monitoring,  medication  adherence  and  follow  up  medical  appointments   may  help  patients  new  to  HF  or  those  who  would  need  a  more  structured  approach.    

Self-­‐care  is  a  decision-­‐making  process  that  uses  the  prefrontal  cortex.    Thus,  it  is  not   surprising  that  deficits  in  memory,  attention  and  executive  function  may  impair  the  perception   and  interpretation  of,  as  well  as  reasoning  about,  early  symptoms  (Riegel  et  al.,  2009).    Patients   with  cognitive  impairment  may  need  the  support  and  assistance  of  family  members  or  

caregivers  to  manage  HF  symptoms.    Caregivers  providing  care  for  a  patient  at  home  often   assume  responsibility  for  medication  administration,  shopping,  providing  meals  and  personal   care.    It  is,  therefore,  imperative  that  hospital  nurses  include  caregivers  in  teaching  regarding   HF  prior  to  the  hospital  discharge.    Once  home,  the  patient  and  caregiver  may  require  further   teaching  by  visiting  nurses  to  assist  them  with  HF  symptom  and  disease  management.    

Home  Health  Nurses  

One  of  the  most  common  diagnoses  of  patients  requiring  home  health  care  is  HF  and   given  the  chronic  nature  of  HF,  most  self-­‐management  occurs  in  the  home.    Education  and   counseling  are  essential  aspects  that  form  the  foundation  upon  which  self-­‐care  and  symptom   management  interventions  are  based.    In  a  study  by  Albert  et  al.,  it  was  shown  that  

comprehensive  education  of  patient  and  family,  including  a  review  of  medications,  coupled   with  intensive  follow-­‐up,  can  decrease  the  readmission  rate  (Albert  et  al.,  2002).    In  another  

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study  of  home-­‐based  care  after  discharge,  a  nurse  visited  the  patient  after  hospital  discharge  to   teach  about  HF  and  medications.    A  reduction  in  HF  events  (38  vs  51;  P=.04)  and  unplanned   readmissions  (68  vs  118;  P=.03)  was  seen  in  the  patients  receiving  the  follow  up  visit  at  home,   as  compared  with  the  control  group  (Paul,  2008,  p.  79).    Further  studies  like  this  one  are   needed  to  strengthen  the  evidence  for  the  value  of  home-­‐based  nursing  education  to  reduce   hospitalizations  and  to  improve  patient  outcomes.      

The  nurse’s  role  is  to  facilitate  development  of  HF  self-­‐management  skills  through   evidenced-­‐based  education  of  patients  and  caregivers.    The  ANA  defines  evidenced  based   nursing  (EBN)  as  “an  integration  of  the  best  evidence  available,  nursing  expertise  and  the  values   and  preferences  of  the  individuals,  families  and  communities  served  ("Evidence  based  nursing   position  statement,"  2005,  para.  4).    

According  to  a  study  by  Fowler,  home  care  nurses  themselves  may  require  ongoing  HF   education  to  remain  current  with  evidenced  based  practice  guidelines.  Study  results  

demonstrated  that  home  care  and  public  health  nurses  had  some  knowledge  of  HF  self-­‐ management  principles,  but  perhaps  not  to  the  level  where  they  could  provide  high-­‐quality   care  to  patients  with  HF  (Fowler,  2012).    Still  another  study  showed  that  nurses  who  teach   patients  should  receive  ongoing  education  to  ensure  that  the  information  taught  to  patients  is   consistent  in  content,  because  patients  who  receive  conflicting  instructions  may  become   confused  (Paul,  2008).      

 

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Theoretical  Framework   Logic  Model  

The  logic  model  served  as  a  framework  for  the  HF  education  program,  which  was   developed  by  applying  the  principles  of  the  W.K.  Kellogg  Foundations’  model  for  program   development  (W.K.  Kellogg  Foundation,  2004).    The  logic  model  is  used  in  many  settings  to   graphically  represent  key  parts  of  a  program  and  their  relationship  to  one  another  as  they   relate  to  a  program  development  project.    This  model  assists  the  program  planner  in  first   defining  the  interrelated  components  and  then  evaluating  the  causal  impact  each  has  on  one   another  and  to  the  program’s  success.    This  model  assisted  this  researcher  in  the  creation  of  a   clear,  organized,  and  systematic  approach  to  planning  a  well-­‐constructed  HF  education  

program.    

The  initial  phase  of  the  logic  model  is  the  description  of  the  overall  purpose,  relevant   participants  and  program  goals.    The  second  phase  addresses  inputs  or  resources  that  may   already  exist  or  be  needed  to  achieve  the  programs  goals.    It  is  appropriate  to  utilize  existing   resources  to  save  time  and  money.      Resources  that  need  to  be  obtained  are  the  time  needed   to  complete  the  activities,  the  space  in  which  to  hold  or  complete  the  activities,  and  finances   for  the  production  of  written  materials  and  guides.    It  is  important  to  secure  the  necessary   resources  during  the  planning  phase,  prior  to  initiation  of  the  program,  as  a  loss  of  one  of  the   necessary  resources  could  prevent  the  realization  of  the  project.      

Next,  the  program  implementation  phase  is  developed  and  learning  activities  

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planned  prior  to  beginning  the  project,  but  the  type  of  data  to  be  collected  should  be   predetermined  and  collected  at  regular  intervals  as  appropriate.  The  time  to  complete  the   planned  activities,  presentations,  tests  or  surveys  should  be  determined  prior  to  administration   to  allow  adequate  time  for  completion.  It  is  often  important  to  pilot  the  components  of  the   learning  activities  with  a  small  group  of  participants  to  make  adjustments  prior  to  recreating  it   for  a  large  group.      

The  intended  or  desired  initial,  intermediate  and  ultimate  outcomes  are  formulated   during  the  program  development  process,  but  it  is  during  the  evaluation  phase  that  the  

outcomes  are  analyzed.    The  model  is  used  throughout  the  planning  phase  as  a  component  of  a   formative  evaluation  and  after  completion  of  the  program  as  part  of  the  summative  evaluation   process.    The  final  step  in  the  logic  model  is  the  dissemination  of  the  program,  its  outcomes,   short  comings  and  implications  for  further  use.    

Andragogy  Theory  

Knowles  andragogy  theory  was  applied  to  the  development  of  the  learning  activities  for   the  Care  Managers’  HF  education  program.  Knowles’  andragogy  theory  describes  assumptions   about  adult  learners  based  upon  six  principles:  adults  need  to  know  the  benefits  and  value  of   what  is  to  be  learned,  adults  want  to  be  autonomous  and  self-­‐directed,  adults  have  a  variety  of   life  experiences  that  should  not  be  ignored,  adults  learn  better  when  they  see  an  immediate   need,  adults  are  motivated  to  learn  when  the  content  relates  to  real-­‐life  situations  and  adults   are  highly  motivated  by  internal  pressures  (Knowles,  1980).  The  HF  program  was  designed  with   these  six  principles  in  mind  to  insure  that  Care  Managers  would  be  motivated  to  take  part  in  

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the  in-­‐services  and  learning  activities  and  therefore  have  a  desire  to  complete  each  phase  of   the  program.      

The  Nurses  Knowledge  of  Heart  Failure  Principles  questionnaire  was  administered  to  the   Care  Managers  prompting  them  to  draw  on  their  past  experiences  with  HF  symptom  

management,  thereby  generating  internal  motivation  for  learning  about  current  guidelines  for   HF  symptom  management.    This  researcher  promoted  self-­‐direction  among  the  Care  Managers   by  involving  them  in  the  learning  process  and  by  cultivating  their  ability  to  determine  individual   learning  objectives.  Care  Managers  were  also  guided  in  the  identification  of  gaps  between  their   knowledge  of  HF  and  the  current  HF  guidelines  during  all  phases  of  the  program.    

                       

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Methods   Purpose  

The  purpose  of  the  project  was  to  explore  the  knowledge  base  of  HBPC  registered  nurse   Care  Managers  regarding  HF  guidelines,  evidence-­‐based  nursing  interventions,  and  HF  patient   self-­‐care  principles  prior  to,  and  following  participation  in  the  HF  education  program.      This   researcher  was  interested  in  knowing  if  the  HBPC  Care  Managers  had  current,  evidence-­‐based   knowledge  of  HF  principles  and  could,  therefore,  provide  consistency  in  their  education  of  HF   patients.  

 Site  

The  HF  education  program  was  implemented  at  the  HBPC  Department  of  the  PVAMC   located  in  Rhode  Island.    

Sample/participants  

The  sample  consisted  of  nine  nurse  Care  Managers  who  worked  in  the  HBPC  program  at   the  PVAMC.  Participant  ages  ranged  from  35  to  65  years.  All  of  the  Care  Managers  spoke   English  and  had  worked  in  the  HBPC  Department  for  at  least  two  years.  There  was  a  100%   participation  rate  of  HBPC  Care  Managers  in  the  HF  education  program.    

Planning  phase  

The  researcher  met  with  the  HBPC  Program  Manager  to  discuss  the  need  for  an  

organized  HF  education  program.  The  Program  Manager  was  responsible  for  ensuring  that  Care   Managers  had  educational  opportunities  and  used  evidence-­‐based  practices  when  caring  for   patients.    After  a  review  of  nurse  Care  Manager  in-­‐service  topics,  it  was  noted  that  there  had  

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not  been  any  education  regarding  HF  for  the  past  few  years.  The  HBPC  Program  Manager   approved  the  proposed  HF  program  content  and  consented  to  the  scheduling  of  learning   activities.  The  researcher  then  scheduled  the  dates  and  times  of  educational  meetings,  which   were  integrated  into  the  HBPC  annual  education  calendar.    

Procedures  

The  project  was  conducted  between  January  and  March  of  2014,  following  approval  by   the  Institutional  Review  Boards  of  the  PVAMC  and  Rhode  Island  College.  An  informational  letter   (Appendix  A)  was  sent  to  the  nine  potential  participants  via  email,  explaining  the  purpose  and   content  of  the  HF  program.  The  letter  also  explained  the  procedure  to  be  used  to  create  a   unique  identifier  for  use  with  the  pre-­‐  and  post-­‐test  surveys,  to  insure  the  results  would  be   anonymous  and  not  linked  to  job  performance.  

Care  Managers  were  asked  to  answer  questions  about  their  educational  level,  past   cardiac  patient  experience,  and  level  of  confidence  in  their  current  knowledge  of  heart  failure   principles.  Data  collection  included  use  of  a  multiple  choice/Likert  scale  (Appendix  B),  the   NKHFP  survey  (Appendix  C)  and  the  Texas  University  HF  module  post-­‐test  (Appendix  D).    

The  Consent  Document  (Appendix  E)  was  sent  to  the  Care  Managers  with  information   regarding  the  procedures,  risks,  benefits,  confidentiality  and  voluntary  participation.  If  they   were  interested  in  participating,  Care  Managers  were  asked  to  complete  the  form  and  bring  it   with  them  to  the  first  HF  education  meeting.  The  Care  Managers  were  informed  that  there  was   no  compensation  for  participation  in  the  program,  no  identified  risks,  and  that  the  anticipated  

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benefits  may  be  increased  knowledge  of  evidence-­‐based  HF  treatment  guidelines  and  symptom   management.    

The  first  scheduled  education  meeting  took  place  in  February  of  2014,  in  a  large   conference  room  at  the  PVAMC.  Each  Care  Manager  was  given  a  folder  which  contained  the   agenda,  information  concerning  the  Texas  University  HF  module,  copies  of  the  VAMC  website   HF  resources,  a  HF  Handbook  developed  by  the  Louis  Stokes  Cleveland  VAMC,  and  the  Nurses   Knowledge  of  Heart  Failure  Education  Principles  survey.      

Prior  to  the  NKHFP  survey,  the  Care  Managers  were  asked  to  answer  questions  about   their  educational  level,  past  cardiac  patient  experience,  and  level  of  confidence  in  their  current   knowledge  of  HF.    Care  Managers  were  then  asked  to  sit  at  a  distance  from  one  another  and  to   remain  silent  during  administration  of  the  NKHFP  survey.  Participants  were  coached  in  the   creation  of  their  unique  survey  identifier,  consisting  of  three  elements;  the  initial  of  their   father’s  first  name,  the  initial  of  their  mother’s  first  name,  and  the  number  of  their  older   siblings.  The  researcher  then  directed  them  to  complete  the  20-­‐question,  true  or  false  NKHFP   survey.    

After  collecting  this  baseline  data,  the  researcher  informed  the  Care  Managers  about   the  HF  resources  located  in  the  Talent  Management  System  (TMS)  and  the  need  to  complete   the  Texas  Tech  University  online  HF  learning  module  and  post-­‐test.  The  TMS  system  is  regularly   accessed  by  all  HBPC  nurses  for  their  mandatory  and  optional  education  programs,  using  either   a  PVAMC-­‐issued  laptop  computer  or  a  desk-­‐top  computer.  For  their  convenience,  participants   were  afforded  the  option  to  complete  the  TMS  system  HF  module  in  their  office  or  at  home.  

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A  review  and  discussion  of  the  HF  Handbook  followed,  covering  an  overview  of  the   heart,  causes  of  HF,  diagnostics,  symptom  management,  medications,  surgeries,  and  healthy   life-­‐style  choices.  Prior  to  adjourning,  participants  were  reminded  to  complete  the  on-­‐line  HF   module  and  post-­‐test  prior  to  the  second  education  meeting.      

At  the  beginning  of  the  second  education  meeting,  the  researcher  administered  the   NKHFP  post-­‐test  survey  and  collected  the  on-­‐line  HF  module  post-­‐tests  from  the  Care   Managers.  These  documents  were  then  sealed  in  a  manila  envelope  and  placed  in  a  locked   drawer.    A  copy  of  the  NKHFP  article  by  Albert  and  colleagues  was  then  distributed,  along  with   the  survey  answer  key  for  immediate  review  and  discussion.    

Measurement    

Measurement  of  Care  Manager’s  HF  knowledge  was  achieved  via  administration  of  the   Nurses  Knowledge  of  Heart  Failure  Education  Principles  (NKHFP)  questionnaire.    The  

questionnaire  was  administered  as  a  pre-­‐  or  post-­‐test  at  each  of  the  two  HF  education  meetings   to  assess  participants’  knowledge  prior  to  and  following  HF  program  learning  activities.      

Another  measure  of  Care  Managers’  knowledge  of  HF  was  the  post-­‐test  associated  with  the   TMS  system  online  HF  learning  module.    

Ethical  considerations  

There  were  no  ethical  concerns  or  risks  associated  with  this  HF  education  program.  The   anonymity  of  the  participating  Care  Managers’  responses  was  assured  and  maintained  by   creating  a  unique  survey  identifier.    The  participants  received  an  informational  letter  (Appendix   A)  explaining  the  program  prior  to  its  initiation  and  were  informed  that  their  participation  was  

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purely  voluntary.  The  interested  Care  Managers  then  read  and  signed  the  consent  form  and   returned  it  to  the  researcher  at  the  first  education  meeting.  The  project  was  integrated  into  the   Care  Managers  annual  education  calendar  and  was  offered  during  their  usual  work  hours.      

Data  Analysis  

The  pre-­‐  and  post-­‐test  NKHFP  scores  and  the  HF  module  post-­‐test  scores  were  recorded,   tabulated,  and  analyzed  for  improvement  in  Care  Manager’s  HF  knowledge.  The  Care  

Managers’  characteristics  were  compared  with  their  test  scores  to  identify  any  patterns   associated  with  education  level,  past  experience,  and  level  of  confidence  regarding  current   knowledge  of  HF  principles.    

                       

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Results  

Nine  Care  Managers  participated  in  the  HF  education  program  and  each  completed  the   twenty  questions  NKHFP  pre-­‐  and  post-­‐survey,  as  well  as  the  HF  online  module  post-­‐test.  Care   Manager’s  previous  employment  setting,  education  level,  care  management  experience,  and     confidence  level  regarding  their  knowledge  of  heart  failure  principles  were  summarized  in   Figures  1-­‐  4.                  

Figure  1.    Care  Manager’s  previous  employment  settings.  

            Figure  2.    Care  Manager’s  highest  level  of  nursing  education.  

 

Employment  SeKngs  Prior  to  HBPC  

Home  Care  78%   Emergency  Dept.  11%   Cardiac  unit/ICU  11%  

Current  Level  of  Confidence  Regarding  HF  Principles  

Somewhat  Confident  56%  

Neutral  22%  

Very  Confident  11%  

Not  Very  11%  

Highest  Level  of  Nursing  EducaMon  

Bachelor's  Degree        56%   Associates  Degree  22%   Diploma    11%  

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Figure  3.    Total  years  of  care  management  experience.  

           

Figure  4.    Care  Manager’s  current  level  of  confidence  regarding  HF  education  principles.  

The  NKHFP  pre-­‐test  survey  scores  ranged  from  60  to  90  out  of  a  possible  100  points,   with  a  mean  score  of  74.4.    The  post-­‐test  scores  ranged  from  65  to  95  out  of  a  possible  100   points,  with  a  mean  score  of  77.7.  Three  participant’s  post-­‐test  scores  improved,  four  

participant’s  scores  remained  the  same,  while  two  of  the  participant’s  scores  decreased.    Table   1  illustrates  each  participants  score  on  the  pre-­‐  and  post-­‐test  and  the  differences  in  the  scores.    

Table  1.    Pre-­‐test,  post-­‐test,  and  differences  in  participants  scores  on  the  NKHFP  survey.   Total  Years  of  Care  Management  Experience  

More  than  6  years  88%   4-­‐6  years  11%  

less  than  1year  0%   1-­‐3  years  0%  

Current  Level  of  Confidence  Regarding  HF    EducaMon  Principles  

Somewhat  Confident  56%   Neutral  22%  

Very  Confident  11%   Not  Very  11%  

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Mean   scores                                          74.4  %                              77.7%                                      3.33%  

The  participants  completed  the  Texas  University  HF  online  module,  focusing  on  the   pathophysiology,  etiology,  and  treatment  options  for  congestive  HF.    After  completing  the  HF   module,  Care  Managers  submitted  the  module’s  post-­‐test  to  the  researcher  for  analysis.       The  post-­‐test  scores  ranged  from  40  to100  out  of  a  possible  100,  and  the  mean  score  was   74.4%.  The  results  are  shown  in  table  2.  The  participants’  mean  scores  on  the  HF  module  post-­‐ test  were  the  same  as  the  mean  scores  on  the  NKHFP  pre-­‐test,  74.4%.    

     

Participant  identifiers   Pre-­‐test   Post-­‐test   Difference  in  scores  

WD2   60   75   15   GM6   75   75   0   HJ3   75   70   -­‐5   EC1   75   75   0   EB2   70   90   20   FM4   80   80   0   LA0   75   75   0   GL3   90   95   5   JE1   70   65   -­‐5  

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Table  2.  Participants  post-­‐test  scores  for  the  Texas  University  HF  online  module.   Identifier Score WD2 60 GM6 70 HJ3 70 EC1 60 EB2 90 FM4 90 LA0 100 GL3 90 JE1 40 Mean                                                                                                      74.4%                    

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The  purpose  of  the  project  was  to  explore  the  knowledge  base  of  HBPC  registered  nurse   Care  Managers  regarding  HF  guidelines,  evidence-­‐based  nursing  interventions,  and  HF  patient   self-­‐care  principles  prior  to  and  following  participation  in  a  HF  education  program.      This   researcher  was  interested  in  knowing  if  the  HBPC  Care  Managers  had  current,  evidence-­‐based   knowledge  of  HF  principles  and  could,  therefore,  provide  consistency  in  their  education  of  HF   patients.  The  study  had  limitations  due  to  the  small  sample  size  of  nine  Care  Managers;  

nevertheless  it  confirmed  results  of  previous  studies  with  larger  samples  of  participants;  such  as   those  conducted  by  Albert  et.  al.,  Willette  et.  al.,  and  Mahramus  et.  al.  In  each  of  their  studies,   nurses  incorrectly  answered  pivotal  questions  related  to  HF  self-­‐management,  indicating  that   nurses  may  not  have  the  most  current  knowledge  in  HF  principles  and  are  therefore  unable  to   instruct  patients  in  HF  symptom  management  proficiently.      

The  educational  level  was  not  related  to  the  Care  Managers’  performance  on  the  NKHFP   surveys.    The  mean  score  was  74%  for  the  six  Care  Managers  with  a  Bachelor’s  Degree  and  the   one  with  a  Master’s  Degree.  The  two  Care  Managers  with  an  Associate’s  Degree  and  the  one   with  a  Diploma  achieved  a  mean  score  of  75%,  outperforming  the  Care  Managers  with  a  higher   degree  by  one  percent.      

Two  of  the  Care  Managers  had  experience  in  the  Intensive  Care  Unit  (ICU)  and  the   Emergency  Department  (ED)  and  achieved  a  mean  score  of  65%  on  the  pre-­‐test.  The  other   seven  Care  Managers  who  had  home  care  experience  achieved  a  mean  score  of  77%,  

significantly  outperforming  the  Care  Managers  with  backgrounds  in  the  ICU  and  ED.  Based  on   this  limited  data,  it  seems  that  nurses  who  transfer  from  acute  care  settings  to  home  care  may  

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need  additional  education  in  chronic  disease  self-­‐management  principles.  The  Care  Managers   collectively  reported  over  six  years  of  home  care  experience,  with  only  one  Care  Manager   reporting  between  4-­‐6  years  of  home  care  experience.  The  years  of  experience  in  home  care,   therefore,  did  not  seem  to  determine  the  Care  Managers  performance  on  the  pre-­‐test   questionnaire.      

The  Care  Managers  were  asked  to  evaluate  their  confidence  level  in  their  knowledge  of   HF  principles,  and  six  of  them  identified  themselves  as  very  confident  or  somewhat  confident.   The  remaining  three  Care  Managers  identified  their  confidence  level  as  neutral  or  not  very   confident.  The  very  confident  and  somewhat  confident  Care  Managers  attained  a  mean  post-­‐ test  score  of  71%  and  the  three  neutral  and  not  very  confident  Care  Managers  attained  a  mean   score  of  82%.  This  demonstrated  that  the  confidence  levels  of  the  Care  Managers  did  not   correlate  with  their  level  of  knowledge,  posing  the  potential  problem  that  overconfidence  may   deter  nurses  from  pursuing  continuing  education  related  to  HF.  

The  Care  Managers  in  this  study  answered  questions  fifteen,  sixteen  and  eighteen   incorrectly  more  than  the  other  questions  on  the  NKHFP  survey,  replicating  the  results  of  many   of  the  other  studies  found  in  the  literature.    Question  fifteen  related  to  a  patient’s  weight  gain,   and  asked  if  the  patient’s  weight  today  should  be  compared  to  yesterday’s  weight  or  the   patient’s  dry  weight.  Most  of  the  participants  (67%)  answered  this  question  incorrectly.  The   Care  Managers  later  stated  they  had  not  heard  of  a  dry  weight  being  used  in  HF  symptom   management.  Evidenced-­‐based  research  recommends  that  a  dry  weight  be  determined  for  

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each  patient  by  their  physician  and  that  this  weight  should  be  used  to  evaluate  the  patient’s   condition  (Grady,  Dracup,  &  Kennedy,  2000).      

Question  sixteen  asked  if  the  physician  should  be  notified  when  a  patient’s  blood   pressure  is  80/50  without  any  other  HF  symptoms.  The  Care  Managers  answered  this  question   incorrectly  89%  of  the  time  and  later  stated  that  they  felt  this  low  blood  pressure  was  a  

significant  finding.    The  ACC/AHA  reports  that  it  is  acceptable  for  a  patient  to  present  with  a   systolic  blood  pressure  of  80  if  otherwise  asymptomatic  (Grady,  Dracup,  &  Kennedy,  2000).  The   HF  principles  state  that  a  physician  does  not  need  to  be  contacted  in  the  absence  of  

lightheadedness.    

Question  eighteen  asked  if  the  physician  should  be  contacted  when  a  patient  described   lightheadedness  on  arising  that  subsided  within  10-­‐15  minutes.  The  Care  Managers  answered   this  question  incorrectly  56%  of  the  time,  apparently  unaware  that  transient  lightheadedness  is   often  associated  with  medications  used  in  HF  (Willette,  Surrells,  Davis,  &  Bush,  2007).      

If  nurses  are  unable  to  determine  when  weight  gain,  blood  pressure  readings,  and   lightheadedness  are  related  to  a  HF  exacerbation,  they  cannot  properly  instruct  patients  about   when  to  call  their  physicians.  In  addition,  this  lack  of  knowledge  about  HF  self-­‐management   may  result  in  either  unnecessary  emergency  room  visits  or  avoidable  hospital  stays.    

During  group  discussion  of  the  article  and  answer  key,  the  participating  Care  Managers   did  identify  some  gaps  in  their  knowledge  of  HF  disease  management.  Members  of  the  group   also  expressed  the  perception  that  they  had  acquired  new  knowledge  about  HF  that  was  

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applicable  to  their  nursing  practice.  The  Care  Managers  also  expressed  the  need  to  develop   standardized  HF  patient  education  materials  to  use  during  home  visits.    

                                     

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Implications  for  Advanced  Practice  

         Outcomes  of  this  HF  education  program  will  be  disseminated  in  multiple  ways.  The   analysis  of  the  pre  and  post-­‐test  survey  scores  will  be  shared  with  the  HBPC  Care  Managers   during  a  regularly  scheduled  staff  meeting  within  the  next  few  months.  A  PowerPoint   presentation  summarizing  the  HF  education  program  will  be  made  available  to  the  PVAMC   Nurse  Practice  Council  for  future  presentation,  pending  the  chairperson’s  approval.    This   researcher  will  also  consider  submitting  a  summary  and  discussion  of  this  HF  education   program  to  an  appropriate  nursing  journal.  At  the  organizational  level,  advanced  practice   nurses  (APN)  must  advocate  for  policies  that  align  resources  with  desired  outcomes.  Examples   include  scheduling  continuing  education  programs  to  enhance  nursing  competencies,  

developing  protocols  that  standardize  patient  teaching  for  high  risk  populations,  and  using   health  care  technologies,  such  as  telemonitoring  of  HF  patients.  

Advanced  practice  nurses  must  be  life-­‐long  learners  and  engage  in  continuing  education   programs  like  the  HF  program.  They  must  incorporate  this  new  knowledge  into  performance   improvement  projects  to  promote  the  application  of  research-­‐to-­‐practice.  The  HF  education   program  has  stimulated  quality  improvement  initiatives  in  the  HBPC  department,  for  instance,   the  Care  Managers  are  developing  a  patient  self-­‐management  HF  zone  tool  for  use  in  home   care.    The  tool  will  provide  daily  reminders  for  HF  symptom  monitoring  and  direct  patients   when  to  call  a  health  care  professional  or  to  seek  emergency  services.  Implementation  of  this   HF  zone  tool  is  intended  to  improve  nurse-­‐to-­‐patient  communication  during  education  about   self-­‐management  principles,  with  the  goals  of  reducing  inappropriate  use  of  emergency  services  

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and  improving  patient  outcomes.    The  Care  Managers  also  expressed  interest  in  standardizing   HF  patient  education  by  developing  their  own  evidenced-­‐based  HF  handbook,  using  the   Cleveland  HF  Handbook  as  an  exemplar.  

The  Affordable  Care  Act  has  increased  access  to  health  care  for  many  disadvantaged   individuals  at  high  risk  for  HF.  With  this  legislation,  more  health  promotion  and  disease   prevention  initiatives  are  being  funded  to  reduce  health  care  costs.  Health  promotion  and   disease  prevention  are  cornerstone  concepts  in  public  health  nursing  and  APNs  are  leading   interdisciplinary  teams  in  efforts  to  decrease  tobacco  use,  improve  access  to  healthy  foods,  and   promote  regular  physical  activity;  thereby  proving  their  value  in  sustaining  the  health  of  their   communities  (Heidenreich,  et  al.,  2011).    

                     

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